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Skills

  • Tax-related research
  • Closing processes
  • Complex tax issue problem-solving
  • Offer in Compromise expertise
  • Automation of tax-related processes with ServiceNow
  • Audit risk mitigation strategies
  • IRS correspondence
  • Deductions listing
  • High-net-worth client tax advising
  • Data entry

Work Experiences

  • Achieved savings of $11.
  • Advised clients on how to reduce their tax liabilities.
  • Kept complete records of client tax returns and supporting documentation in secure areas.
  • Collaborated with financial advisors.
  • Reviewed available data and compared it to the tax code to determine exemptions, deductions, and potential liabilities.
  • Advised high-net-worth clients on complex tax issues.
  • Avoided audits related to cryptocurrency transactions.
  • Avoided late payment penalties.
  • Prepared US, multistate, and international tax returns for business clients.
  • Analyzed historical tax returns for errors, which resulted in clients reclaiming a total of $3 in refunds.

Summaries

  • Expert at maximizing returns through the discovery of previously unclaimed deductions.
  • Experienced in managing all aspects of tax preparation paperwork.
  • Skilled at forming new business relationships and influencing organizational growth.
  • Enthusiastic Tax Professional experienced in initiative tax returns. Applies in-depth knowledge of tax code protocols to optimize returns. Personable and thorough with 14 years of industry expertise.
  • Performance, customer service, and compliance were all priorities for successful tax professionals.
  • Currently studying for the CPA exam.
  • Strengths in workflow optimization and process improvement backed up by Miscellaneous training.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the process business.
  • Detail-oriented Enrolled Agent with over 10 years of experience preparing taxes for a variety of entities.
  • Effective Enrolled Agent who is well-versed in local, state, and federal tax law.

Accomplishments

  • Played a key role in resolving IRS audit cases, securing favorable outcomes for clients by filing correct documentation and representation before the IRS.
  • Implemented cloud-based tax software solutions, increasing firm-wide data accessibility and reducing manual entry errors by 25%.
  • Offered comprehensive tax planning strategies, leading to a collective tax savings of $17 for 2 high-income individuals.
  • Successfully introduced tax strategies for energy-efficient investment properties, reducing tax obligations by $16 for environmentally-conscious investors.
  • Resolved product issue through consumer testing.
  • Initiated and managed voluntary disclosure programs for offshore account holders, reducing client liability by $5 through FATCA compliance strategies.
  • Facilitated Internal Revenue Service (IRS) negotiations on Offer in Compromise settlements, reducing tax liabilities for clients by 71%.
  • Streamlined the tax return process with process, reducing client preparation time by 16% and ensuring deadlines were consistently met.
  • Expertly advised clients on foreign tax credit usage, resulting in an overseas tax burden reduction of $10 for multinational clients.
  • Mentored a team of 6 tax advisors, facilitating professional certification programs like Lean which led to improved team expertise by 48%.

Affiliations

  • National Association of Tax Professionals (NATP) - Received certification in advanced client audit representation training programs.
  • International Association for Asset Valuation (IAAV) - Contributed to studies on asset valuation within estate and trust taxation.
  • International Association of Administrative Professionals
  • Global Association of Risk Professionals (GARP) - Enhanced skills in risk minimization tied to corporate and international tax exposure.
  • Association for Computing Machinery
  • Association of Taxation Technicians (ATT) - Examined critical updates in international tax compliance, especially related to FATCA and tax transparency.
  • Project Management Institute
  • Association for Accounting Marketing (AAM) - Collaborated with professionals to improve firm marketing around tax services and dispute representation.
  • Freemason
  • National Association of Social Workers

Certifications

  • Chartered Global Management Accountant (CGMA)
  • Certified Information Systems Auditor (CISA)
  • Online Taxation Software Proficiency Certificate - Microsoft Excel
  • Certified Trust and Fiduciary Advisor (CTFA)
  • First Aid/CPR Certified
  • Certified International Tax Analyst (CITA)
  • Tax Planning & Advisory Services Certification - Beacon Labs
  • Accredited Business Accountant/Advisor (ABA)
  • Certified Wealth Strategist (CWS)
  • Tax Cuts and Jobs Act (TCJA) Compliance Certificate - Brightline

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